$0.00 Service Invoice with no Contract Record on Equipment Record
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Overview
Overview
Ever let a $0 bill go out the door because the bill code didn't reflect it was billable, even though your customer did not have a contract associated with this equipment record?
This alert was written for a client who wanted an alert if a service call was at $0 but no contract was associated regardless of the billing code used. This alert only selects CM (corrective maintenance) call types. It does not take into account any other call types (PM / Other / Courtesy / etc).
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Branch Number(s) alert should fire on (separated by comma or leave blank for ALL)
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Alert Functionality
Alert Functionality
-Alert only considers Corrective Maintenance Call types. If the call is invoiced for $0.00 AND there is no Contract Record linked to Equipment Record, then alert will notify of invoiced call.
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Best Practices & Tips
Best Practices & Tips
-If there is no Contract Record linked to Equipment Record, then eAuto uses the Bill Code on Equipment Record to determine what to bill or not bill for:
Equipment Record should be reviewed. Does Bill Code need to change? Is there a Contract Record needing to be set up?
-Use our alert ID35/46 series to help manage new installs.
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Related Alerts
Related Alerts
ID35 - Ensure new customer is not billed for supplies/service
ID47 - Ensure contracts are set up timely for new customer + install bill code updated
ID66 - Call with billable code at no charge
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